Microsoft Copilot $21 now $18/user/month + 1 month free

August 15, 2023

How can I Find Data in Documents

Business Central has one of the best and most intuitive search engines that will give you results even when you have some typos.

For example, to find Purchase Invoices, you can type:

  • P Inv
  • Pur Inv, or even
  • Inoice or puchase or innoice

Either typo can still give you the correct result.

What about looking for a document? Wouldn’t it be great to enter a text and get the documents containing that text? Good news! It’s possible with the new “Search in Company Data” feature in Business Central.

Search “Find company Data”; feel free to include a few typos, to find “Search in Company Data.”; alternatively, use Ctrl + Alt + F to open it.

This feature is currently in preview in Business Central Wave 1 2023 (version 23); useful for finding documents.

For example, it’s time to reorder coffee, but you cannot remember the vendor who sold you that tasty and aromatic cup of coffee you just had.

Enter in the Text to Search Box the text you want to find and press Enter.

Business Central will display different results; choose the result that might answer your question to open the related entry, item, or document.

The “Show tables to search” option in the Results menu allows you to select the tables used in searches. If one result adds too much noise as it displays records you are not interested in finding, uncheck the box for that table and try the search again. And if you know a particular result is missing, add extra tables as needed using the “Show all tables” action in the Actions menu.

The set of Default Tables is predefined per Profile or Role Center and is tailored to find the most relevant data for each Role Center.

For more information about this topic please reach out to us at Support@BondConsultingServices.com or click here to schedule a free consultation with one of our experts. Or check out what Microsoft has posted about the capability.

Other articles

Migrating 1.3 Million CRM Records in Dynamics 365: Why We Used a Custom Console App

Marisa Mini

|

March 5, 2026
A government client needed to restructure 1.3 million contact records in Microsoft Dynamics 365 CRM. At that scale, traditional UI tools and flows can throttle, fail silently, or leave a…

AI Agents in Manufacturing ERP: D365 Business Central Guide

Seetharaman Andiappan Rajaram

|

March 4, 2026
AI agents are now live inside Microsoft Dynamics 365 Business Central. For manufacturers evaluating AI in ERP systems, the practical question isn’t what an agent is it’s how AI agents…

How to Use D365 Business Central Analysis Mode

Carlos Lozano

|

March 3, 2026
Transforming Data into Decisions for Modern Businesses Organizations using Microsoft Dynamics 365 Business Central generate significant volumes of financial and operational data. However, collecting data is only the first step. The…

BCS Partners with RUX Software to Deliver Equipment Rental and Field Service on Business Central

Jackie Gant

|

February 26, 2026
Bond Consulting Services (BCS) has partnered with RUX Software to deliver equipment rental and asset management capabilities for small and mid-sized businesses running on or moving to Microsoft Dynamics 365…

What AI Agents in Dynamics 365 Actually Do (A Plain-English Guide)

Jennifer Ryan

|

February 19, 2026
From Assistance to ActionIf you've been using Microsoft 365 Copilot, you've probably noticed something shift. Email gets drafted faster. Meeting notes appear without you scrambling. Spreadsheet analysis that used to…

D365 Business Central: Realistic AI Agent Scenarios for Operations Teams

Zoltan Orban

|

February 18, 2026
A Practical Look at Where AI Actually Helps in BC TodayThere’s a lot of talk about AI and ERP becoming fully automated. In reality, most teams aren’t trying to replace…